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Meridian Growth Fund - Investor Class Shares: (MF: MRIGX)
(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET
$33.32 USD
-0.27 (-0.80%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.92 | 85 |
| 3 months | -0.52 | 80 |
| 6 months | 11.71 | 85 |
| 1 Year | 7.06 | 97 |
| 3 Year | -5.52 | 87 |
| 5 Year | 6.04 | 92 |
| 10 Year | 8.12 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 5.98 |
| 5 Year | 5.24 |
| 10 Year | 8.05 |
| Since Inception | 7.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.23 | -1.86 | NA | NA |
| 2023 | 11.16 | 3.60 | -9.93 | 11.09 |
| 2022 | -8.62 | -22.25 | -4.90 | 4.64 |
| 2021 | 9.03 | 5.91 | -2.13 | 1.77 |
| 2020 | -30.45 | 32.95 | 9.05 | 23.88 |
| 2019 | 18.27 | 1.21 | -2.23 | 9.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.32 | 15.24 | -29.30 | 15.01 | 24.91 | 27.59 | -6.96 | 25.54 | 16.18 | -5.50 | 9.08 |
| % Total Return Rel to Index | -14.97 | -11.00 | -11.10 | -13.66 | 6.51 | -3.89 | -2.56 | 3.74 | 4.24 | -6.89 | -4.55 |
| % Total Return Rel to Peer | -2.89 | -0.83 | -9.78 | -4.29 | 5.91 | 2.16 | 3.81 | 9.94 | 0.23 | -0.78 | 6.41 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.20 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.53 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 4.10 | 7.40 | 0.42 | 3.54 | 5.43 | 2.94 | 0.00 | 3.73 | 4.28 |
| Expense Ratio | 0.00 | 0.97 | 0.92 | 0.87 | 0.86 | 0.87 | 0.95 | 0.94 | 0.97 | 0.90 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%